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Rothschild Investment LLC’s Loar Holdings LOAR Stock Holding History

Rothschild Investment LLC’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$967 Buy
+12
New +$765 ﹤0.01% 3055
2025
Q4 		– Sell
-2
Closed -$160 – 3512
2025
Q3 		$160 Buy
+2
New +$150 ﹤0.01% 3029

Other funds holding LOAR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OAP
One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Rothschild Investment LLC's LOAR Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in Loar Holdings (LOAR) in Q2 2026: 12 shares worth $967. The stake represents ﹤0.01% of the portfolio and ranks #3055 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in LOAR as recently as Q3 2025.

Rothschild Investment LLC first reported a position in LOAR in Q3 2025 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Rothschild Investment LLC held 12 shares of Loar Holdings worth $967 as of Q2 2026.
  • Loar Holdings was a new Rothschild Investment LLC position in Q2 2026.
  • Loar Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3055 holding.
  • Rothschild Investment LLC first reported a position in Loar Holdings in Q3 2025 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.